Bruce G. Allen Investments, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 156,921
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 1,037 | 156,921 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q1 2026 | 5/8/2026 | 1,084 | 152,851 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q4 2025 | 2/10/2026 | 1,081 | 147,850 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q3 2025 | 10/30/2025 | 1,080 | 139,602 | 13F-HR | Bruce G. Allen Investments, LLC |
| Q2 2025 | 7/9/2025 | 1,079 | 131,913 | 13F-HR | Bruce G. Allen Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.11 K | 34.5% | 1.596 K | 0 | 1.596 K |
| ETFs | 102.8 K | 65.5% | 2.454 K | 0 | 2.454 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
156,921
Holdings
1037
QoQ value change ($000)
4,070
(2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.